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| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC1 year Filed as: MORRISON BROWN ARGIZ & FARA LLC Service code 10 · EIN 01-0720052 | Accounting | $27,000 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $2,185 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,790 | $165,361+3.3% | $149,715+14.1% | $158,950+7.4% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 18.09% | 348.24%-330.1pp | 276.66%-258.6pp | 302.91%-284.8pp |
| Employer contribution / active EE | $51,014 | $5,103+899.6% | $4,645+998.3% | $4,762+971.3% |
| Participant deferral / active EE | $245,172 | $7,182+3313.9% | $6,842+3483.3% | $5,983+3998.0% |
| Admin fee / account holder | $307 | $10,808-97.2% | $9,310-96.7% | $11,248-97.3% |